Professional Summary

Professional Overview

Perry Jacobson is an accomplished finance executive with over 35 years of experience in venture capital, private equity, and investment management. As a Partner at Brookstone Partners and Brookstone Venture Capital, he leverages his extensive expertise to identify and nurture high-growth investment opportunities, particularly in the technology and healthcare sectors.

Experience Summary

Current Roles

Partner, Brookstone Partners (2020-Present)

• Responsible for sourcing, evaluating, and managing private equity and venture capital investments

• Serves on the investment committee and provides strategic guidance to portfolio companies

• Actively involved in the firm's investor relations and fundraising efforts

Partner, Brookstone Venture Capital (2021-Present)

• Oversees the firm's venture capital investment activities

• Leads due diligence and negotiation processes for new investments

• Provides operational support and strategic counsel to portfolio companies

Career Progression

Managing Director, Brookstone Partners (2004-2020)

• Spearheaded the firm's expansion into new investment verticals and geographic markets

• Played a pivotal role in growing the firm's assets under management and investor base

• Served as a board member for several of the firm's portfolio companies

Partner, Canal Partners, LLC (2020-2021)

• Managed a diverse portfolio of private equity and venture capital investments

• Collaborated with the investment team to identify and underwrite promising opportunities

• Advised portfolio companies on strategic and operational initiatives

Chairman of the Board, Axion International Inc. (2010-2015)

• Provided strategic leadership and oversight during a critical growth phase

• Guided the company's successful transition from the OTC market to the NASDAQ exchange

• Played a key role in the company's acquisition by a larger industry player

Managing Director, CMJ Partners/Bear Wagner (1986-2004)

• Built and led a successful investment management practice

• Responsible for sourcing and executing private equity and venture capital transactions

• Mentored junior investment professionals and supported their career development

Academic Background

Perry holds a Bachelor of Science in Finance from the University of Arizona, where he graduated with honors.

Areas of Expertise

• Private equity and venture capital investing

• Investment portfolio management and optimization

• Strategic advisory and operational support for portfolio companies

• Fundraising, investor relations, and limited partner management

• Mergers, acquisitions, and divestitures

Professional Impact

• Instrumental in the growth and diversification of Brookstone Partners' investment portfolio

• Served on the boards of several successful technology and healthcare startups, contributing to their strategic direction and operational excellence

• Actively involved in industry associations and events, sharing insights and best practices with fellow finance professionals

Conclusion

With his extensive experience, deep industry knowledge, and demonstrated track record of success, Perry Jacobson is a valuable asset to Brookstone Partners and Brookstone Venture Capital. He continues to play a pivotal role in the firm's investment strategy and portfolio management, driving growth and value creation for its partners and investors.